Dr. Rafael Sanchez has over 20 years of experience in a variety of management and financial advisory positions. He is currently the founder and principal of The Wealth Management Associates financial advisory group, a firm specializing in wealth management and estate planning.
The focus of his advisory group is comprehensive financial planning concentrating in wealth creation, management and preservation. The group works with individuals as well as business entities in this capacity.
Rafael is also the founder of Hispanic Brokerage Recruiting, a firm dedicated to recruiting Hispanic fnancial advisors. His recruiting firm specializes in locating, identifying and placing Hispanic financial advisors within the financial services community. The company is currently working with a major regional brokerage firm in the establishment of its Hispanic brokerage division.
Rafael has also worked as an executive branch manager and has served as senior vice president at Morgan Stanley. Prior to this latter position, he was a financial advisor with Merrill Lynch.
Rafael Sanchez's varied experience as an entrepreneur, an executive and a consultant, along with his association with the Graziadio School's Executive MBA program, ensures that students will receive current and pertinent information and guidance related to class assignments and performance as well as with successful business ventures, whether entrepreneurial or corporate.